LPL Financial Holdings Inc. $LPLA Shares Sold by Lansforsakringar Fondforvaltning AB publ

Posted by Geri Gentry on Jul 2nd, 2026

Lansforsakringar Fondforvaltning AB publ decreased its holdings in shares of LPL Financial Holdings Inc. (NASDAQ:LPLA – Free Report) by 9.7% during the first quarter, according to its most recent disclosure with the SEC. The fund owned 24,368 shares of the financial services provider’s stock after selling 2,620 shares during the period. Lansforsakringar Fondforvaltning AB publ’s holdings in LPL Financial were worth $7,331,000 at the end of the most recent quarter.

Several other hedge funds have also recently modified their holdings of the stock. Capital World Investors raised its position in shares of LPL Financial by 15,960.1% in the 3rd quarter. Capital World Investors now owns 2,628,551 shares of the financial services provider’s stock valued at $874,493,000 after purchasing an additional 2,612,184 shares during the last quarter. Barrow Hanley Mewhinney & Strauss LLC purchased a new stake in LPL Financial during the 4th quarter worth approximately $450,493,000. M&T Bank Corp increased its stake in LPL Financial by 27,955.5% during the 4th quarter. M&T Bank Corp now owns 1,141,019 shares of the financial services provider’s stock valued at $407,538,000 after purchasing an additional 1,136,952 shares in the last quarter. Norges Bank acquired a new position in LPL Financial during the 4th quarter valued at approximately $371,616,000. Finally, Dodge & Cox raised its holdings in shares of LPL Financial by 23.2% in the third quarter. Dodge & Cox now owns 3,329,255 shares of the financial services provider’s stock worth $1,107,610,000 after buying an additional 627,546 shares during the last quarter. Institutional investors and hedge funds own 95.66% of the company’s stock.

Analysts Set New Price Targets

Several equities research analysts have recently commented on LPLA shares. Keefe, Bruyette & Woods began coverage on shares of LPL Financial in a research note on Wednesday, April 8th. They set an “outperform” rating and a $350.00 price objective for the company. Morgan Stanley reduced their target price on LPL Financial from $447.00 to $374.00 and set an “overweight” rating for the company in a research note on Friday, April 10th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of LPL Financial in a research report on Monday, April 27th. Citizens Jmp reiterated a “market outperform” rating and set a $500.00 price target on shares of LPL Financial in a research note on Monday, April 6th. Finally, UBS Group increased their price objective on LPL Financial from $380.00 to $395.00 and gave the company a “buy” rating in a report on Friday, May 1st. One equities research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and four have given a Hold rating to the stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $398.86.

View Our Latest Stock Analysis on LPL Financial

LPL Financial Price Performance

NASDAQ:LPLA opened at $293.27 on Thursday. The firm’s fifty day moving average is $296.02 and its two-hundred day moving average is $322.64. The firm has a market cap of $23.46 billion, a price-to-earnings ratio of 26.18, a PEG ratio of 0.58 and a beta of 0.50. The company has a debt-to-equity ratio of 1.26, a quick ratio of 2.56 and a current ratio of 2.56. LPL Financial Holdings Inc. has a one year low of $260.15 and a one year high of $403.58.

LPL Financial (NASDAQ:LPLA – Get Free Report) last released its quarterly earnings data on Thursday, April 30th. The financial services provider reported $5.60 earnings per share for the quarter, beating analysts’ consensus estimates of $5.49 by $0.11. The business had revenue of $4.94 billion during the quarter, compared to analyst estimates of $4.98 billion. LPL Financial had a return on equity of 31.26% and a net margin of 4.93%.The company’s revenue was up 34.6% on a year-over-year basis. During the same quarter last year, the business posted $5.15 EPS. Research analysts expect that LPL Financial Holdings Inc. will post 22.94 EPS for the current year.

LPL Financial Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Thursday, June 4th. Investors of record on Thursday, May 21st were given a dividend of $0.30 per share. This represents a $1.20 annualized dividend and a yield of 0.4%. The ex-dividend date was Thursday, May 21st. LPL Financial’s dividend payout ratio (DPR) is currently 10.71%.

Insider Buying and Selling

In other news, Director Aneri Jambusaria sold 308 shares of the firm’s stock in a transaction that occurred on Wednesday, June 17th. The shares were sold at an average price of $306.00, for a total transaction of $94,248.00. Following the sale, the director owned 6,415 shares of the company’s stock, valued at $1,962,990. This trade represents a 4.58% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Matthew J. Audette sold 1,110 shares of LPL Financial stock in a transaction that occurred on Wednesday, April 15th. The shares were sold at an average price of $330.01, for a total transaction of $366,311.10. Following the transaction, the chief financial officer directly owned 19,803 shares of the company’s stock, valued at approximately $6,535,188.03. This trade represents a 5.31% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 1,887 shares of company stock valued at $613,144 over the last three months. 0.60% of the stock is currently owned by corporate insiders.

LPL Financial Company Profile

(Free Report)

LPL Financial (NASDAQ: LPLA) is a U.S.-focused financial services firm that provides brokerage, custodial and advisory platforms to independent financial advisors, registered investment advisers and institutions. Operating primarily as an independent broker-dealer and custodian, the company supports a network of advisors with the operational, compliance and clearing infrastructure needed to manage client accounts and deliver investment advice outside of traditional wirehouse models.

The firm’s product and service offerings include trade execution and clearing, custody services, retirement plan services, model portfolio and advisory platforms, wealth management technology, investment research and product access across equities, fixed income, mutual funds, exchange-traded funds and insurance and annuity solutions.